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Calamos Wealth Management’s Unilever UL Stock Holding History

Calamos Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33,277
Closed -$2.12M – 362
2024
Q4 		$2.12M Buy
33,277
+9,391
+39% +$634K 0.11% 96
2024
Q3 		$1.75M Buy
+23,886
New +$1.65M 0.09% 111

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State Farm Mutual Automobile Insurance
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Bank of America
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Calamos Wealth Management's UL Position: Q1 2025 in Review

Calamos Wealth Management sold out of Unilever (UL) in Q1 2025, closing a stake of 33,277 shares — an estimated $2.12M sold.

Calamos Wealth Management first reported a position in UL in Q3 2024 and held it in 2 quarters. The position peaked at $2.12M in Q4 2024. 1,176 funds tracked by Wall St. Rank hold UL as of Q1 2025.

  • Calamos Wealth Management reported no remaining Unilever position as of Q1 2025 after selling out during the quarter.
  • Calamos Wealth Management sold 33,277 Unilever shares in Q1 2025, an estimated $2.12M.
  • Calamos Wealth Management first reported a position in Unilever in Q3 2024 and held it in 2 quarters.
  • Calamos Wealth Management's Unilever position peaked at $2.12M in Q4 2024.
  • 1,176 funds tracked by Wall St. Rank held Unilever as of Q1 2025.

Based on Calamos Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.